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Twilio Porting

Porting is the transfer of a phone number between two telephone service providers on behalf of an end-user. The process involves providing the right documentation to prove ownership of the number as well as coordination between the existing provider and the new provider with regard to the number

service channels - voice

Service

Knowledge Base Article

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Twilio Porting

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Create A New Sub-Project

In Project Management, a sub-project is a smaller, more specific project that is part of a larger project. It has its own unique tasks and timelines, but they align with and contribute to the overarching goals of the parent project. Just like any project, a sub-project has a defined start date and e

PM_POPULAR_2

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

+4

Knowledge Base Article

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Manage Projects

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Buy Phone Number and Add Regulatory Bundle

Buy a Twilio Phone Number from ConsoleTwilio's Console site allows you to quickly search and provision phone numbers for your project. From the Console search, filter phone numbers based on location, phone number type, capabilities, and more - all with our easy to use GUI. Continue reading for

service channels - voice

Service

Knowledge Base Article

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Buy Phone number and Adding regulatory bundle

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Notify authors: Change of parent message schedule date

Create an outbound rule to let users know regarding changes in schedule date of parent message to ensure that the variants do not get published before the parent message does. Once the rule is enabled, all the outbound messages satisfying the condition will have the selected actions initiated on it.

marketing

outbound rules

Rule Engine

Knowledge Base Article

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Outbound Rules

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Copy Properties from Draft to Asset

Create a Draft rule to automatically copy properties from the Draft message onto the Media Asset. This way users do not have to manually update the properties of assets and can automate this entire process by setting up the following rule. Once the rule is enabled, all the tasks satisfying the condi

marketing

Rule Engine

Autofill Rule

Knowledge Base Article

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Draft Rules

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Continuation of Live Chat Conversations via Email on Sprinklr

This article outlines steps for brands to continue conversations with customers via email when live chat agents are unavailable.1. Collection of Email IDs during Live ChatWhile engaged in the live chat session, prompt users to share their email IDs. For a smoother process, consider integrating this

Service

Knowledge Base Article

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Continuing Live Chat Conversations via Email

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Initiate Workflow Automatically on your Message

Create an initiate workflow rule to trigger workflows on all draft messages. This way you can automate the process of initiating workflows in bulk on messages based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the messages satisf

marketing

Workflow Engine

Rule Engine

Knowledge Base Article

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Draft Rules

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Initiate Workflow Automatically on your Media Assets

Creating an initiate workflow rule allows you to trigger workflows on all Media Assets. This way you can automate the process of initiating workflows in bulk on assets based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the media

marketing

Workflow Engine

Rule Engine

initiate workflow

Knowledge Base Article

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DAM Rules

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Initiate Workflow Automatically on your Request

Create an initiate workflow rule to trigger workflows on requests received via request forms. This way you can automate the process of initiating workflows in bulk on requests based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all th

marketing

Request Rules

Workflow Engine

initiate workflow

Knowledge Base Article

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Request Rules

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Set Campaign Visibility based on User (via Rule Engine)

Automate the process of setting the visibility of Campaigns by selecting the created user groups based on some predefined criteria.Example use case shown below: If the owner of the campaign is “Agency 1” then the visibility of the campaign is set to “Agency 1” User Group and the “Blueprint” workspac

marketing

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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Copy Properties from Campaign / Outbound Message to Media Asset

Copy various campaign/outbound message properties from the campaign/outbound message level to the asset level by creating a DAM Rule. Once the rule is enabled, all the tasks satisfying the condition will have the selected actions initiated on it.Example use case shown below: Goal, Content pillar, Br

marketing

Rule Engine

Knowledge Base Article

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DAM Rules

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Automate Subfolder Tagging for Incoming Emails

Effortlessly enhance your email management with the automatic tagging of incoming emails within subfolders. As each email arrives, the corresponding account-level custom field will be applied in Sprinklr, providing you with a clear indication of the subfolder to which the email belongs.This organize

Service

Knowledge Base Article

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Subfolder Tagging

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Connect External SOAP API with Sprinklr

Sprinklr enables you to configure external SOAP APIs directly within its platform, removing the need for custom development. The External API module provides the flexibility to switch between SOAP and REST API protocols.This guide will walk you through the process of connecting a SOAP External API i

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Sprinklr Integrations

Updated Article

Knowledge Base Article

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Configure an Extension in Sprinklr

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Project and Task Governance

Platform Governance now centrally manages Project and Task creation/editing permissions, ensuring consistent access control across project and content management workflows. To create or view Projects and Tasks within a Portfolio/Project, users must have:Permissions at the Global or Workspace level,

marketing

New Article

20.10

Sprinklr Marketing

Knowledge Base Article

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Sharing and Access

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Different Types of Case Routing Mechanisms

Unified routing employs skill-based, non-skill-based and round-robin assignment mechanisms to ensure effective case routing. In this article, you will learn about the different types of case routing mechanisms offered by Unified Routing.Skill-Based AssignmentSkill-based assignment in Unified Routing

Service

Knowledge Base Article

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Unified Routing Overview

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Exporting a Task View

Project Management allows you to export task views, making it easy to share task details outside the platform. You can export your task sheet in various formats, complete with all relevant information.​To Export a Task ViewClick the ellipsis (⋯) in the top-right corner of your project screen.Select&

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marketing

PM_TASK_SHEET_VIEW_2

Knowledge Base Article

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Import/Export Tasks

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Add/Remove Collaborators to Portfolio

In Project Management, you can share a portfolio with your team for collaboration, inviting cross-functional teams to work on projects that are a part of the portfolio. PermissionsYou need to be admin or owner of the portfolio to add or remove collaborators to your portfolio. Where can you add

PM_TASK_TIMELINE_VIEW

PM_TASK_SHEET_VIEW

PM_TASK_KANBAN_VIEW

PM_GENERIC

+1

Knowledge Base Article

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Sharing and Access

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Add/Remove Collaborators to Project

In Project Management, you can share a project with your team for collaboration, transparency, feedback/review or as a shared resource.  ​Note: Only the owner of the project or any user with admin permissions can add/remove collaborators to a project.Where can you add collaborators in a project

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Sharing and Access

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Prevent publishing of variant before the parent message is published

Create a pre-publishing rule to prevent publishing of the variants before the parent post is published. Example Use case shown below: This rule if the parent message of the message has been published or not while publishing the variants. If the parent message has not been published, then an email is

marketing

Rule Engine

publishing

Knowledge Base Article

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Pre-Publishing Rules

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Add Sub-Campaign Brief Template

Add Brief templates to all the Sub-campaign directly without any manual effort by creating a Sub-Campaign Rule.Example Use case shown below: If the status of the sub-campaign is approved, then the “Sub-Campaign Brief Template: General” is automatically attached to the Sub-Campaign.How to set up Clic

brief templates

marketing

Sub-Campaign

Knowledge Base Article

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Sub-Campaign Rules